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NVIDIA News 23 January 2026 - 26 January 2026

AI stocks split before the bell as Nvidia gets a fresh memory-supply signal and Microsoft nears earnings

AI stocks split before the bell as Nvidia gets a fresh memory-supply signal and Microsoft nears earnings

Nvidia rose 1.5% premarket after Reuters reported Samsung will start producing HBM4 memory chips for the company next month. Microsoft gained 3.3%, AMD added 2.3%, while Broadcom and Arm fell. Micron’s HBM supply for 2026 is sold out, with market share expected to stay in the low-20% range. Microsoft reports earnings Jan. 28; UBS cut its price target to $600.
26 January 2026
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MediaTek stock hits limit-up: Nvidia-linked “N1” talk and Feb 4 results are the next tests

MediaTek stock hits limit-up: Nvidia-linked “N1” talk and Feb 4 results are the next tests

MediaTek shares surged 9.8% to NT$1,630 on Friday, hitting Taiwan’s daily trading limit ahead of its Feb. 4 earnings call. Taiwan’s benchmark index reached a record high for the second straight day, closing at 31,961.51. Traders cited optimism over MediaTek’s Nvidia-linked “N1” PC chip. Markets reopen Monday after the Lunar New Year holiday.
25 January 2026
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Nvidia stock heads into Monday with China’s H200 signal in focus

Nvidia stock heads into Monday with China’s H200 signal in focus

Nvidia shares rose 1.5% to $187.67 Friday after reports that China may allow Alibaba, Tencent, and ByteDance to order H200 AI chips. CEO Jensen Huang is in Shanghai as Nvidia awaits Beijing’s decision on chip imports. Chinese customs have been told the H200 is banned, according to Reuters. Board member Persis Drell resigned effective Jan. 20 for a new career path.
25 January 2026
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Intel’s brutal Friday drop and Nvidia’s China trip: what to watch in semiconductor stocks next week

Intel’s brutal Friday drop and Nvidia’s China trip: what to watch in semiconductor stocks next week

Intel shares plunged 17% to $45.07 Friday after a weak outlook, erasing over $35 billion in value and dragging chip stocks lower. Nvidia CEO Jensen Huang was in China as authorities weigh approval of its H200 AI chip. The iShares Semiconductor ETF fell 1.1%. Traders watch for further selling and await big tech earnings next week.
25 January 2026
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Nvidia stock price in focus: CEO’s China trip and Fed week loom after Friday bounce

Nvidia stock price in focus: CEO’s China trip and Fed week loom after Friday bounce

Nvidia shares rose 1.5% to $187.67 Friday as CEO Jensen Huang visited Shanghai amid uncertainty over H200 AI chip access to China. The company reported director Persis Drell’s immediate resignation from the board. Chinese regulators reportedly signaled to tech giants to prepare for H200 orders. The Federal Reserve decision and major tech earnings loom this week.
25 January 2026
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Nvidia stock price: China’s H200 signals put NVDA in focus before Monday’s open

Nvidia stock price: China’s H200 signals put NVDA in focus before Monday’s open

Nvidia shares closed up 1.5% at $187.67 Friday after reports that Chinese tech firms are preparing to order its H200 AI chip. Chinese regulators have told companies like Alibaba and Tencent to get ready, but the chip’s entry remains uncertain. CEO Jensen Huang was in Shanghai as the company awaits Beijing’s decision. Nvidia’s earnings are due Feb. 25.
25 January 2026
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Nvidia stock price: CEO Huang in Shanghai as China H200 decision and Fed week loom

Nvidia stock price: CEO Huang in Shanghai as China H200 decision and Fed week loom

NEW YORK, January 24, 2026, 18:15 (EST) — The market has closed for the day. NVIDIA Corp (NVDA) shares ended Friday 1.5% higher at $187.67. With U.S. markets closed over the weekend, traders are focused on China news and the upcoming Fed meeting as they look ahead to Monday’s session. The stock has been moving more like a policy play than just a chip name. Even small shifts in China demand can swing sentiment fast. Nvidia stands right at the heart of the AI, or artificial intelligence, spending narrative. Chief Executive Jensen Huang was in Shanghai Saturday for an annual
25 January 2026
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Big Tech stocks brace for earnings week as Microsoft jumps and Nvidia firms on China chip signal

Big Tech stocks brace for earnings week as Microsoft jumps and Nvidia firms on China chip signal

New York, Jan 24, 2026, 12:28 EST — Market closed. Microsoft rose 3.3% to $465.95 at Friday’s close, helping the Nasdaq-100 tracker Invesco QQQ end up about 0.3%. Nvidia gained 1.5% to $187.67, Amazon added 2.1% to $239.16 and Meta climbed 1.7% to $658.76. Apple eased 0.2% to $248.04 and Alphabet fell 0.8% to $327.93, while Tesla was little changed at $449.06. With U.S. markets shut for the weekend, traders head into Monday watching a Federal Reserve decision and an earnings rush that includes Apple, Microsoft, Meta Platforms and Tesla, four of the so-called “Magnificent Seven” mega-caps — the biggest
24 January 2026
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Nvidia’s China chip call, Fed decision and Microsoft earnings: what moves AI stocks next week

Nvidia’s China chip call, Fed decision and Microsoft earnings: what moves AI stocks next week

New York, Jan 24, 2026, 12:06 PM ET — Market closed. Nvidia’s upcoming major event isn’t a new product release. Instead, it hinges on whether China approves the company’s H200 AI chip. CEO Jensen Huang made an appearance in Shanghai on what insiders called a routine trip. (Reuters) Investors face uncertainty heading into a packed week for the AI sector, with a Federal Reserve policy decision and a slew of megacap earnings reports. These will put to the test whether heavy data center investments are finally paying off. “It’s been a little bit of a short but steep roller-coaster ride,”
24 January 2026
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NVIDIA stock price rises on China H200 order signal as NVDA heads into a busy week

NVIDIA stock price rises on China H200 order signal as NVDA heads into a busy week

NEW YORK, Jan 24, 2026, 09:34 (EST) — Market closed. Shares of Nvidia Corporation rose on Friday after Bloomberg News reported Chinese officials told some of the country’s biggest tech firms they could prepare orders for the company’s H200 artificial intelligence chips. With U.S. markets shut on Saturday, traders head into Monday looking for any sign the prep work turns into a formal green light. (Bloomberg) China has become a swing factor for Nvidia’s newest data-center chips. Investors treat every hint out of Beijing as a demand signal — or as a warning that sales could stay boxed in. That
24 January 2026
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Nvidia stock heads into next week on China H200 headlines as traders brace for Fed

Nvidia stock heads into next week on China H200 headlines as traders brace for Fed

New York, Jan 24, 2026, 06:58 (EST) — Market closed Nvidia shares ended Friday at $187.67, gaining 1.5%, following reports that Chinese authorities have directed several top tech companies in the country to get ready to place orders for Nvidia’s H200 AI chip. (Bloomberg.com) U.S. markets are closed for the weekend, leaving Nvidia’s Monday open to hinge less on chip demand figures and more on policy cues from Beijing. China has been one of the toughest wildcards in the stock’s recent trading. The H200 headline is crucial since Nvidia’s investors want clear insight into the next phase of data-center demand—and
24 January 2026
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Nvidia stock gains on China H200 chip order report — what moves NVDA next

Nvidia stock gains on China H200 chip order report — what moves NVDA next

New York, January 23, 2026, 16:02 (EST) — After-hours Nvidia (NVDA) shares climbed roughly 1.5% in regular trading Friday, closing at $187.53. Bloomberg News reported that Chinese regulators have instructed Alibaba and other major tech companies to start preparing orders for Nvidia’s H200 AI chips. (Bloomberg Law) Why this matters now: investors are grappling with just how much Nvidia’s AI-chip sales can keep flowing into China before another sudden policy shift hits. Earlier this month, the U.S. Commerce Department’s Bureau of Industry and Security announced it would scrutinize export license requests for the H200 and comparable chips individually, tightening security
23 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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